Financial Services Processor Cashier

Summary

The job description is for a Financial Services Processor/Cashiering Specialist at Atria Wealth Solutions, Inc. The role involves handling incoming brokerage account deposit funding and ensuring compliance with regulations. The position can be hybrid and the salary range is $45,000 to $55,000. Benefits include medical insurance, dental insurance, vision insurance, health savings account, flexible spending accounts, short-term disability insurance, long-term disability insurance, life insurance, paid time off, paid holiday, paid birthday, critical illness, accident & hospital indemnity coverage, identity theft, employee assistance program, pet insurance, legal plans, virtual therapy, virtual mental wellcare, long-term care, retirement 401(k) savings plan with matching, and diversity, inclusion, and belonging initiatives.

Requirements

• Previous experience in financial services or related field
• Working knowledge of pertinent regulations around client account information and funds movement
• Excellent organizational skills and attention to detail
• Effective communication and interpersonal skills
• Strong computer software skills
• Ability to adapt and thrive in a fast-paced environment
• Self-motivated, with the ability to multi-task on a variety of projects
• Ability to work collaboratively in a team-oriented environment

Responsibilities

• Timely and Accurate Funds Movement
• Client Communication
• Research and Notifications
• Forms Review and Data Entry
• Check Deposits and Disbursements
• Wire Processing
• Request Review and Follow-Up
• Inquiry Handling

Preferred Qualifications

• 3 to 5 years Securities operations experience
• Working knowledge of Microsoft Office applications
• Strong knowledge of cashiering and AML (Anti-Money Laundering) regulations and protocols

Benefits

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching